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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 179.92-0.8%1:45 PM EST

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To: Gregg Powers who wrote (9314)3/20/1998 1:36:00 PM
From: Raymond  Read Replies (1) of 152472
 
Gregg!
I agree that QCOM has a good position on the IPR-issue.
You understand also that the reason for that the European companys didn't do IS-95 could be other reason than that it's so "hightech" so they are not competent enough to do it.I don't think the reason
for example for Motorola not to release any cellular IS-95 phone isn't
that they can't do it.The only thing it says is that they can't do it
with enough profit just now.The majority on this thread seems to think
that Qualcomm is the only company that has competence in this area.
I am sure that Ericsson,Siemens,Alcatel,Nokia the big companies not
delivering cellular IS-95 infrastructure could make a IS-95 system and a phone if they wanted to and invested enough in development.Now they are really so late so it's not so likely that they will do it.We will see
with W-CDMAone maybe there will be some new competitors there.
Back to the IPR-issue.Does anyone has any info about what happens with the negotiations between ETSI and QCOM if there
will be some agreement or not.Wasn't it this year also that
Ericsson and QCOM where supposed to go to court in Texas on
IPR-issues.Another question I read in the news that LMNQS(Also from
the news to long to write the names of the whole group) was
lobbying really hard in Japan to try to get the 3G standard to be more
compatible to IS-95 and also with some success.I am just waiting
for that AL and Bill and will go over there and help them.If you just
agree on this than you can export how many cars you want to us.
Does anyone know anything about this.This is of course very
important for LMNQS that the new system especially on Layer1
(CDMA-layer) is as similar as possible to IS-95.For QCOM the IPR:s
and for the rest the design of the Basestation HW.If they can
get the layer1 to be similar the may be able to use the same HW for
W-CDMA and W-CDMA-one/R




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